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Invesco Financial Preferred ETF

157 hedge funds and large institutions have $148M invested in Invesco Financial Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% less ownership

Funds ownership: 19.71%19.35% (-0.37%)

3% less funds holding

Funds holding: 162157 (-5)

6% less capital invested

Capital invested by funds: $157M → $148M (-$8.84M)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
44
Reduced
52
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$374K -$34.9K -2,431 -8%
CFG
52
Citizens Financial Group
Rhode Island
$373K
CG
53
Caprock Group
Idaho
$369K -$2.15K -150 -0.6%
NA
54
NewEdge Advisors
Louisiana
$365K -$172K -11,960 -32%
Truist Financial
55
Truist Financial
North Carolina
$356K +$22.1K +1,540 +7%
HAG
56
HF Advisory Group
Maryland
$339K +$25.8K +1,796 +8%
PMG
57
ProVise Management Group
Florida
$338K -$11.7K -815 -3%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$331K -$114K -7,938 -25%
LEFP
59
Leading Edge Financial Planning
Tennessee
$328K -$23.6K -1,641 -7%
AC
60
Avory & Company
Florida
$325K -$115K -8,016 -26%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$306K
WFC
62
Western Financial Corp
California
$296K -$359 -25 -0.1%
AQR Capital Management
63
AQR Capital Management
Connecticut
$290K +$790 +55 +0.3%
AA
64
Ancora Advisors
Ohio
$283K
KAS
65
Kestra Advisory Services
Texas
$279K -$54.3K -3,785 -16%
JPLA
66
Joseph P. Lucia & Associates
New York
$267K -$19.5K -1,360 -7%
IFWM
67
Institute for Wealth Management
Colorado
$262K
SG
68
StoneX Group
New York
$254K +$258K +17,975 New
Fiera Capital (Canada)
69
Fiera Capital (Canada)
Quebec, Canada
$244K
DP
70
Dearborn Partners
Illinois
$242K -$1.79K -125 -0.7%
MCM
71
MAI Capital Management
Ohio
$232K -$23.7K -1,650 -9%
WS
72
Wilian Securities
Minnesota
$230K +$234K +16,287 New
MCM
73
McRae Capital Management
New Jersey
$229K
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$208K +$211K +14,685 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$205K +$19.2K +1,334 +10%